The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Help & Training Articles

Is the Zippo Lighter the Epitome of UX Design?

Advisory

As a UX designer, I’m always looking for points of reference, context, and analogy that will speak to my work. That’s why I keep a Zippo lighter on my desk. In my mind, the Zippo lighter is the epitome of good design and one of the best examples I know of pure UX genius. It defines a standard to which all enterprise software should aspire and uses all four core Salesforce design principles.  Salesforce design principles…
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Adopting Universal Design for Learning and myTrailhead

Help & Training

As an instructional designer, I focus on creating effective and engaging learning experiences for learners. But in order to do that successfully, learning gaps must be identified, learning styles minded, and context known to create the best learning journey possible. So I conduct research exploring the thoughts, emotions, and environment of learners in order to create a path that addresses and supports them. Designing a learner-centered experience is my goal, and one set of principles…
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4 Reasons Why Companies Make the Mistake of Skipping QA

Advisory

Everyone who currently lives in the Salesforce ecosystem remembers May 17, 2019. This was the day the “Multi-Instance Core and Communities Service Disruption” occurred, which rendered Salesforce orgs completely unusable, blocking core business processes for customers around the globe for days. Your first thought may be: How could something like this happen? Then you read the Salesforce release notes and realize there was no dedicated QA testing as part of the process. Instead, Salesforce’s documented…
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3 Critical Steps to Facilitating a Successful Move to Lightning

Help & Training

For businesses that have invested heavily in Salesforce, the move from Classic to Lightning can be daunting… and frankly, a bit scary. It’s clear that all of the new features on the Salesforce Platform are being developed for Lightning, and as each new release passes, the need to migrate your organization to Lightning remains ever present. Salesforce has clearly defined Lightning as the path forward. There are several business reasons for making the move to…
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Understanding Salesforce Shield Platform Encryption

Help & Training

By Rob Burkett, Principal, Banking & Credit Union Solutions and Greg Grinberg, Director of Technology Salesforce Platform Encryption offers financial institutions the benefit of an additional level of security without the tradeoffs that come with standard encryption. In our previous post, How to Get the Most Out of Salesforce CRM Platform Standard Security Tools, we reviewed which out-of-the-box Salesforce security features are most beneficial to financial institutions and how to leverage them to their fullest…
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How to Get the Most Out of Salesforce CRM Platform Standard Security Tools

Help & Training

By Rob Burkett, Principal, Banking & Credit Union Solutions and Greg Grinberg, Director of Technology When it comes to CRM platforms, security is a must for industries that handle a high volume of personal data from both customers and business alike. Within the realms of Financial Services, security extends beyond the need for complex passcodes. An entire ecosystem of industry regulation exists that must fit into any CRM platform for it to be financially viable…
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Your Guide To Salesforce Best Practices: Where To Find Them & What To Do With Them

Help & Training

Learning Salesforce best practices is a breeze with Silverline’s guide! Learn what you need to know to develop your Salesforce strategy effectively!

Successful Salesforce Project Management With Limited Resources

Advisory

Tackling your Salesforce projects can seem daunting. These simple steps can help you evaluate your Salesforce talent and get started on your backlog!

Quick Cybersecurity Tricks You Should Do Now

Help & Training

As a technology company that serves some of the most highly regulated industries, Silverline is always working to mature our awareness and security initiatives. So of course, we want to celebrate October as National Cybersecurity Awareness Month by sharing some simple tips and tricks to help up your security game.   Passwords I know you’ve heard it before, but a strong password is the simplest and strongest tool you have to stay safe online. Think…
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Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type

Help & Training

The Winter ‘19 release is right around the corner and brings with it new features and new things to prepare for.  If you are a Financial Services Cloud user, there is a change introduced in Winter ‘19 that you should be aware of.   Before Winter ‘19, there was a single Lead referral record type that came out of the box with Financial Services Cloud.   With Winter ‘19, one of the goals with Financial…
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